3 Mins Daily Headlines: Global Market Overview 9 Feb 2026

Global Market Summary

Date: February 9, 2026 | Status: Market Update

1. The "SaaSpocalypse" – AI Disrupts Global Software

  • Trend: Major software stocks like Unity (-43%) and AppLovin (-37%) have plummeted in early 2026.
  • The Shift: Market perception has changed from AI being a growth booster to a disruptor, following the launch of tools like Google’s Project Genie.
  • Outlook: Software with "weak moats" is at risk, while high-quality mission-critical tools may be integrated into AI agent platforms.

2. Global Manufacturing – New Orders Gaining Momentum

  • USA: January PMI surged to 52.6 (up from 47.9), marking its highest level since August 2022.
  • Taiwan: Hit 57.2, the fastest expansion since 2022, driven by powerful AI and tech demand.
  • China: Official PMI remains at 49.3 (contraction), though high-tech manufacturing continues to grow strongly at 52.0.

3. Big Tech – The $380 Billion AI "Arms Race"

  • Alphabet (Google): 2026 capital expenditure is projected at $175B–$185B (nearly double 2025 levels) for "planetary-scale" AI factories.
  • Amazon: Expects to spend $200B in 2026, primarily on AWS infrastructure and self-developed chips (Trainium/Graviton).
  • Strategic Focus: Both companies are shifting from simple chatbots to "AI Agents" capable of autonomous task execution.

4. US-India Relations – Major Trade Breakthrough

  • Agreement: Total tariffs on Indian goods reduced from 50% to 18% following a deal between Donald Trump and PM Modi.
  • Energy Shift: India agreed to stop purchasing Russian oil in favor of over $500 billion in US energy, tech, and agricultural products.

5. Central Banks – Interest Rates Hold Steady

  • Europe (ECB): Inflation reached 2.0%; rates were kept unchanged with expectations to hold steady through 2026.
  • UK (BoE): Maintained rates due to 3.4% inflation, though rising unemployment (5.1%) signals potential cuts later this year.

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